We are live on ! Find out more
HDV

iShares Core High Dividend ETF

855 hedge funds and large institutions have $6.05B invested in iShares Core High Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 324 increasing their positions, 237 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,506% more call options, than puts

Call options by funds: $137M | Put options by funds: $8.51M

122% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 50

37% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 237

16% more capital invested

Capital invested by funds: $5.23B → $6.05B (+$825M)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7.59% more ownership

Funds ownership: 218.73%226.32% (+7.6%)

6% more funds holding

Funds holding: 808855 (+47)

Holders
855
Holders Change
+47
Holders Change %
+5.82%
% of All Funds
10.53%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.3%
New
111
Increased
324
Reduced
237
Closed
50
Calls
$137M
Puts
$8.51M
Net Calls
+$128M
Net Calls Change
+$56.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
526
Premier Private Wealth Management
Florida
$442K
TFGT
527
TS Financial Group (TSFG)
Illinois
$439K +$5.32K +200 +1%
CWS
528
Cypress Wealth Services
California
$438K +$266 +10 +0.1%
BWL
529
Bogart Wealth LLC
Virginia
$437K -$337K -12,650 -44%
HA
530
Hanover Advisors
South Carolina
$434K
CPA
531
Cathy Pareto & Associates
Florida
$432K +$12.6K +475 +3%
WTA
532
Washington Trust Advisors
Massachusetts
$432K
PGFC
533
Peapack-Gladstone Financial Corp
New Jersey
$428K
CWM
534
Circle Wealth Management
New Jersey
$427K
MCCP
535
Mission Creek Capital Partners
California
$424K -$93.6K -3,515 -18%
ACM
536
AlphaStar Capital Management
North Carolina
$418K +$932 +35 +0.2%
UWM
537
Urban Wealth Management
California
$418K
NEPWA
538
New England Private Wealth Advisors
Massachusetts
$418K
FT
539
Fiduciary Trust
Massachusetts
$416K -$34.9K -1,310 -8%
OAS
540
Optivise Advisory Services
Tennessee
$416K +$408K +15,330 New
SWA
541
SFMG Wealth Advisors
Texas
$413K +$2.26K +85 +0.6%
AG
542
AmeriFlex Group
Nevada
$412K -$8.52K -320 -2%
SA
543
Skyline Advisors
Washington
$412K +$404K +15,160 New
BC
544
Barrett & Company
Rhode Island
$410K +$1.06K +40 +0.3%
DT
545
Diversified Trust
Tennessee
$409K
WA
546
WBH Advisory
Maryland
$407K -$18.2K -685 -4%
SIM
547
Synergy Investment Management
Florida
$406K +$398K +14,955 New
BCM
548
Becker Capital Management
Oregon
$405K -$46.6K -1,750 -10%
MWM
549
M3 Wealth Management
Ohio
$405K +$397K +14,915 New
HSA
550
HBK Sorce Advisory
Pennsylvania
$404K +$1.59M +59,635 +381%